Trump vs Hillary – Immunising the Global Portfolio

TAMIM Asset Management

In the lead up to Brexit Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), took the view that one could effectively immunise a portfolio from the effects of potentially massive global economic events like Brexit or the upcoming US Election. Having successfully taken precautions to hold stocks that rode out Brexit admirably he now turns his attention to the US in an attempt to immunise the global equity portfolio against any shocks following the US election. The themes presented here should present strong investment opportunities whatever the outcome of the election may be.—immunising-the-portfolio.html

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